We believe an adviser can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success.

Dimensional can help you locate an adviser near you. Use the Find an Adviser box at right to contact us.

Find an Adviser

In global institutional assets under management

 

Source: Pensions & Investments 2016

Working with financial advisers in the US

With investors in Dimensional* strategies

Robert Merton
ROBERT MERTON
Nobel laureate, 1997 Professor, MIT; Resident Scientist, Dimensional Holdings
“Knowing that someone has the incentive to work for you, rather than do something else, is pretty fundamental.”

*“Dimensional Global Firms” refers to the Dimensional separate but affiliated entities generally, rather than to one particular entity. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Ltd., and Dimensional Japan Ltd. Dimensional Directors refers to the Board of Directors of the general partner of Dimensional Fund Advisors LP.

Find an Adviser tool for informational purposes only. Dimensional makes no representation as to the suitability of any adviser, and we do not endorse, recommend, or guarantee the services of any adviser. We urge you to carefully evaluate any adviser whom you may consider hiring. You are responsible for monitoring your adviser’s investment performance. We will not supervise or monitor the adviser’s activities or your account, nor are we responsible for the performance of your investments. We have no discretionary authority or control with respect to how your adviser manages your investment assets. We disclaim any responsibility or liability for any damages arising from your decision to engage the services of an adviser.

Dimensional Fund Advisors Ltd. does not give financial advice. You are responsible for deciding whether an investment is suitable for your personal circumstances, and we recommend that a financial adviser helps you with that decision. Investments involve risks. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Please read the ‘Important Information’.

This material has been issued by Dimensional Fund Advisors Ltd. registered address 20 Triton Street, Regent’s Place, London, NW1 3BF, Company Number 02569601, which is authorised and regulated by the Financial Conduct Authority - Firm Reference No.150100.

Robert Merton provides consulting services to an affiliate of Dimensional Fund Advisors Ltd.

Please complete all required fields and click Submit. Dimensional will email you a list of advisers in your area.